Birmingham Programme

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Registration & Welcome Refreshments
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Welcome and Introduction

Conference Chair: Hope William-Smith, Editor, Professional Adviser

Speaker
Editor
Professional Adviser
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Dynamic Planner

Session information to be announced.

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LV=

Is it time to introduce a CDP - A Centralised De-Risking Proposition?

LV= will look at your clients already in, or moving into, a decumulation investment strategy, but who are also uncomfortable with investment risk or have a low psychological capacity of loss. For many clients, how they feel during the investment journey is an important as the outcome and can prove to be the most difficult element for their investment suitability requirements – minimising the impact of market volatility whilst delivering attractive returns. Today these clients present a huge opportunity for growth for financial planners. This presentation will explore why this is the case and how you can access the opportunity.


By the end of this session, delegates will be able to:

  • Describe the typical characteristics of clients who are uncomfortable with investment risk.
  • Explain the different journeys to achieve a de-risked smoothed return
  • Identify a real diversified multi-asset solution to help counter inflationary investment risk pressures.
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Bordier

Bordier UK will explore the challenges of managing clients in drawdown, in particular the management of sequencing risk – one of the biggest risks facing clients taking a regular fixed income in their retirement.

The session should demonstrate why for a certain client set, their focus needs to shift from performance to capital preservation, as well as highlight how risk-targeted decumulation strategies can:

1. Assist with the challenges of managing sequencing risk for clients in drawdown.

2. Ensure the level of risk within client portfolios are appropriate and ongoing suitability is reassuring and simple.

3. Help provide a smoother retirement journey for clients.

4. Reduce business risk and support and enhance a firm’s centralised retirement proposition.

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Session 4

Session information to be announced.

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Q&A with Dynamic Planner, LV=, Bordier and Sponsor 4

Chair: Hope William-Smith, Editor, Professional Adviser

Speaker
Editor
Professional Adviser
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Coffee and Networking Break
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Simply Biz

Session information to be announced.

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Aviva Financial Advice

Session information to be announced.

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Legal & General

Session information to be announced.

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Q&A with Simply Biz, Aviva Financial Advice and Legal & General

Chair: Hope William-Smith, Editor, Professional Adviser

Speaker
Editor
Professional Adviser
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Lunch and Networking

Birmingham Venue

The Belfry


Thursday 17th November 2022


Lichfield Road | Wishaw | Sutton Coldfield B76 9PR